The best time to improve your CRM is right after go-live. Learn how to conduct a structured post-go-live review that drives continuous improvement.
71% of CRM go-lives that lacked structured UAT required significant re-work within 60 days.
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Schedule Post-Go-Live ReviewKey Takeaways
UAT & Go-Live — Quick Summary
- 1Week 1: Issue Collection
- 2Week 2: Analysis
- 3Week 3: Planning
- 4What Went Well?
- 5What Did Not Go Well?
- 6What Should We Do Differently?
Who This Article Is For
UAT & Go-Live — role-specific value map
Go-live surprises that damage executive confidence in the project
Structured go/no-go readiness assessment that prevents launch-day crises
Being asked to test a system without knowing what success looks like
Clear test scripts, defined acceptance criteria, and formal sign-off process
Discovering performance issues only after go-live with full user load
Pre-launch performance and security testing under production-like conditions
of CRM go-lives without UAT required major rework in 60 days
Source: IT Project Research
support ticket volume reduction with proper hypercare
Source: AavishkarIT Data
faster failure recovery with pre-tested rollback
Source: Disaster Recovery Research
lower critical failure rate with phased go-live
Source: PMI Research
The first 30 days after go-live reveal what worked and what did not. A structured post-go-live review captures these lessons, identifies quick wins, and establishes a roadmap for continuous improvement. Without this review, issues linger and opportunities are missed.
- Collect all issues from hypercare
- Survey users on pain points
- Document workaround usage
- Identify adoption blockers
- Categorize issues (technical, training, process, design)
- Identify root causes
- Prioritize by impact and effort
- Identify quick wins
- Create improvement backlog
- Assign owners and timelines
- Plan training reinforcement
- Define success metrics
Document successes to replicate:
- Features users love
- Processes that improved
- Training that worked
- Communication that helped
Document issues to address:
- Features users struggle with
- Processes that broke
- Training gaps
- Communication failures
Capture improvement ideas:
- Design changes
- Automation opportunities
- Training enhancements
- Process adjustments
Prioritize improvements:
| Priority | Improvement | Impact | Effort |
|---|---|---|---|
| High | Fix deal stage progression bug | High | Low |
| High | Add mobile quick actions | Medium | Medium |
| Medium | Refine lead assignment rules | Medium | Low |
We facilitate structured post-go-live reviews for every implementation. Our review covers issue analysis, optimization planning, and continuous improvement roadmap development.
Never go live on a Friday. Never go live without a tested rollback plan. Never go live without dedicated hypercare for the first two weeks. These three rules have saved every project I've run.
Frequently Asked Questions
Document successes to replicate: Features users loveProcesses that improvedTraining that workedCommunication that helped
Document issues to address: Features users struggle withProcesses that brokeTraining gapsCommunication failures
Capture improvement ideas: Design changesAutomation opportunitiesTraining enhancementsProcess adjustments
Key Terms & Definitions
Quick reference glossary for this topic
Downloadable Resources
Free templates and guides
References & Resources
- 1AavishkarIT CRM Implementation Services
aavishkarit.com